Jb Wealth Management LLC
Jb Wealth Management LLC (CRD# 145423) is a financial advisory firm headquartered in , . They manage $4,038,724 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$134,624
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
James Bresnahan (CRD# 5482191) is an Investment Advisor Representative working at Jb Wealth Management LLC in McKinney, TX and has over 10 years of experience in the finance industry.